Investor Presentation January 22, 2026 NASDAQ: DAKT CONTROL SYSTEMS DYNAMIC MESSAGE SIGNS SAFE HARBOR STATEMENT Forward-Looking Statements: In addition to statements of historical fact, this presentation contains forward-looking statements within the meaning of the federal securities laws and is intended to receive the protections of such laws. All statements, other than historical facts, included or incorporated in this release could be deemed forward-looking statements, particularly statements that reflec ...

Core Insights - The "RuiXiang 'FuLiQuan + Global Purchase'" platform has been recognized in the "9th Annual Case Results Showcase of Software and Information Service Industry" for its innovative solutions in digital collaboration and retail ecosystem [2][3] - The platform integrates benefits and services effectively, providing a comprehensive digital welfare solution that connects members, payments, scenarios, and services [2] - The digital economy is becoming a key driver for high-quality economic and social development, with RuiXiang Technology Group actively responding to the trend of digital transformation [2] Company Summary - RuiXiang Technology, headquartered in Zhenjiang, has been acknowledged for its continuous exploration in commercial digital innovation, demonstrating its value in empowering the retail ecosystem and promoting industry collaboration [3] - The company aims to deepen technological integration and model innovation to assist more enterprises in achieving full-link digital collaboration between online and offline channels [3]

Core Insights - T-Mobile experienced significant customer loss in 2025 due to price hikes and changes in phone plans, compounded by increased competition [1] - The company's postpaid phone churn rate reached 0.89% in Q3 2025, a 3 basis point increase from Q3 2024, as more consumers seek cheaper options [2] - T-Mobile's new CEO, Srini Gopalan, aims to implement a "digital transformation" to improve customer experience and reduce friction [4][5] Customer Dynamics - A survey indicated that 42% of customers from T-Mobile, Verizon, and AT&T have seen their phone bills rise in the past year, which is 7% higher than average [7] - 58% of customers are considering switching carriers due to rising prices, with T-Mobile at risk of losing 75.9 million customers [7] Organizational Changes - T-Mobile replaced its CEO, Mike Sievert, with Srini Gopalan, who plans to enhance digital services through the T-Life app [4] - The company has initiated layoffs across various departments, including account executives and sales managers, as part of its shift towards digitalization [5][6]

Core Insights - Vertiv (VRT) is experiencing strong international demand for data center infrastructure, driven by the global acceleration of digital transformation and AI adoption [1] Financial Performance - The company reported a robust third-quarter 2025, with organic sales growth of 28% year over year, driven by a 43% increase in the Americas and 21% growth in the APAC region [2] - Vertiv's backlog has grown 30% year over year to $9.5 billion, providing strong visibility into 2026 [2] - For fourth-quarter 2025, revenues are expected to be between $2.81 billion and $2.89 billion, with organic net sales expected to increase in the 18% to 22% range [5] Product Development - Vertiv recently announced new configurations of its Vertiv MegaMod HDX prefabricated power and hybrid cooling solutions, designed for high-density AI and HPC deployments [3] - The modular systems integrate direct-to-chip liquid cooling, redundant power architecture, and factory-tested components, enhancing deployment speed and scalability [4] Competitive Landscape - Vertiv faces increasing competition from Super Micro Computer (SMCI) and Hewlett-Packard Enterprise (HPE), both expanding their capabilities in the AI infrastructure market [6] - Super Micro Computer is scaling production to 6,000 racks per month, including 3,000 DLC racks, to meet regional AI requirements [7] - Hewlett-Packard Enterprise expanded its AI infrastructure portfolio and partnered with NVIDIA to launch the AI Factory Lab in Grenoble, France [8] Stock Performance and Valuation - VRT's shares have gained 39.9% in the past six months, outperforming the broader Zacks Computer & Technology sector, which appreciated 16.8% [9] - Vertiv's stock is trading at a premium, with a trailing 12-month Price/Book of 19.09X compared to the sector's 10.74X [13] - The Zacks Consensus Estimate for 2025 earnings is pegged at $4.12 per share, indicating a 44.56% increase from the reported figure of 2024 [16]

4Q 2025 Investor Presentation Contents | | Page | | --- | --- | | Disclosure | 2 | | Performance Metrics | 3 | | Differentiating Factors | 7 | | Loans and Deposits | 12 | | Modern Banking in Motion Digital Transformation | 21 | | Selected Financial Information and Guidance | 24 | 1 Disclosure This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Examples of forward- looking statements include but are not limited to the Company's f ...

Core Insights - Altus Group Limited has announced that Cushman & Wakefield has selected ARGUS Intelligence to enhance valuation and performance analysis across its organization [1][3] - ARGUS Intelligence is designed to improve commercial real estate performance by extending the capabilities of ARGUS Enterprise with advanced performance management, analytics, and benchmarking tools [2] Company Overview - Altus Group is a leading provider of commercial real estate intelligence, connecting data, analytics, applications, and expertise to drive optimal CRE performance [5] - The company employs approximately 1,800 experts and aims to shape the future of the industry amidst significant changes [5] Client Profile - Cushman & Wakefield is a prominent global commercial real estate services firm with around 52,000 employees across nearly 400 offices in 60 countries [6] - In 2024, Cushman & Wakefield reported revenue of $9.4 billion from its core service lines, which include Services, Leasing, Capital Markets, and Valuation [6] Strategic Impact - The deployment of ARGUS Intelligence will provide Cushman & Wakefield with greater consistency and transparency in valuation and performance workflows, including access to advanced portfolio-level performance analysis through Portfolio Manager [3][4] - The partnership is part of Cushman & Wakefield's digital transformation strategy, aimed at delivering consistent, data-driven insights and unlocking growth opportunities [4]

Core Insights - Tariffs and shifting trade policies have created ongoing operational challenges for U.S. businesses, particularly affecting financial and product leaders [1][3] - Middle-market firms are experiencing heightened uncertainty due to tariffs, policy changes, and uneven global demand, which has become a defining feature for 2025 [3][4] Impact on Goods vs. Services Firms - A significant divide exists between goods-producing firms and services providers, with over one-third of CFOs at goods firms reporting high operational uncertainty by late 2025, a sharp increase from pre-tariff conditions [5][6] - Goods firms face higher input costs and supply-chain disruptions, leading to operational constraints, while services firms are more insulated from these impacts [6] Margin Pressures - More than 40% of CFOs at goods companies reported declining operating margins in 2025, while only 12% saw improvements, indicating a severe impact on profitability [7] - High uncertainty correlates with margin deterioration, as over three-quarters of firms under high uncertainty reported margin declines [7] Strategic Responses - Companies have shifted to "reset mode," prioritizing defensive strategies over aggressive growth, with over one-third of CFOs focusing on risk management and compliance [8][9] - Goods firms are diversifying supply chains and renegotiating vendor contracts, while services firms are concentrating on operational efficiency [9] Technology Investment Trends - Technology investment has decreased, with only 15% of firms prioritizing AI and digital transformation in 2025, but expectations for 2026 indicate a shift towards prioritizing digital transformation [10] Future Outlook - As companies approach 2026, nearly two-thirds expect growth despite ongoing tariff uncertainties, emphasizing the need for flexible cost structures and resilient supply chains [11][12]

Core Insights - The company has exceeded its cash and profitability targets for FY 2025, achieving a revenue target of over €8 billion, specifically estimated at €8,001 million [4][6] - The book-to-bill ratio for Q4 2025 was 122%, indicating a positive commercial momentum and alignment with expectations for year-end order entry levels [6][7] Revenue Performance - Group revenue for Q4 2025 is estimated at €2,004 million, reflecting a -9.3% organic decline compared to Q4 2024, primarily due to contract losses and a weak market environment [2][6] - The Atos Strategic Business Unit (SBU) generated estimated revenue of €1,738 million in Q4 2025, down -9% organically compared to Q4 2024, while the Eviden SBU's revenue decreased by -11.2% to €265 million [3][6] Full-Year Financials - For FY 2025, the Atos SBU's revenue is estimated at €6,963 million, a -16.2% organic decline compared to FY 2024, whereas the Eviden SBU's revenue is estimated to have increased by +6.7% to €1,039 million [4][6] - The estimated net change in cash for FY 2025 is limited to approximately €-327 million, which is above the target, and the company maintained a strong liquidity position of €1,707 million at year-end [6][10] Commercial Activity - Order entry reached €2,444 million in Q4 2025, with notable acceleration in North America, Germany, and Benelux, benefiting from a customer relationship agreement with Siemens AG [7][6] - The Atos SBU's book-to-bill ratio was 106%, while the Eviden SBU achieved a book-to-bill ratio of 229%, significantly up from the previous year due to a major contract [13][6] Outlook - The company expects to exceed its profitability target for FY 2025 with an operating margin above €340 million, representing over 4% of revenues [11] - Financial targets for FY 2026 will be communicated on March 6, 2026, alongside the release of audited financial statements for FY 2025 [11]

Core Insights - Fifth Third Bancorp's investments in physical branches and digital tools resulted in record net interest income and 230 basis points of positive operating leverage in the fourth quarter [1] - The bank's consistent focus on growth priorities has driven these results, according to CEO Tim Spence [2] Branch Expansion - In 2025, Fifth Third added 50 branches in high-growth Southeast markets, with 27 branches opened in the fourth quarter alone [3] - The new branches included the bank's 200th branch in Florida and its 100th in the Carolinas [3] Digital Transformation - De novo branches delivered deposit growth that is 45% higher than peer de novo branches [4] - The bank implemented over 400 updates to its mobile banking app in 2025, enhancing features such as direct deposit switching and financial wellness tools [4] - Digital engagement metrics improved, with average active digital users increasing from 3.09 million to 3.19 million and mobile users rising from 2.37 million to 2.49 million [5] Merger with Comerica - Fifth Third expects to maintain momentum following its merger with Comerica, which is set to close on February 1 after receiving necessary approvals [6] - The merger will allow Fifth Third to expand Comerica's retail banking business and create a differentiated innovation banking business by combining strengths in technology and finance [7] - The company is confident in realizing the benefits of the merger, which is expected to support continued strong returns and efficiency through 2027 and beyond [8]

Core Viewpoint - Datadog, Inc. will report its fourth quarter and fiscal year 2025 financial results on February 10, 2026, before U.S. markets open [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call scheduled for February 10, 2026, at 8:00 a.m. Eastern Time [2] - A live webcast of the call will be available on the Investor Relations page of Datadog's website, with a replay archived for later access [2] Group 2: Company Overview - Datadog is an AI-powered observability and security platform for cloud applications, integrating various monitoring and management capabilities [3] - The platform supports organizations in digital transformation and cloud migration, enhancing collaboration among teams and improving application performance [3]